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Enterprise (ENTERP)

The purpose with this page is to provide some specific installation information related to Enterprise.

Company Templates and Create Company

The release contains a set of system defined Company Templates, supposed to support different countries with pre-defined company related basic data, enabling a quick way to create a new company.

When upgrading to current version of IFS Cloud it is also recommended to use the possibility to add new basic data to an existing company.

The following system defined templates are available,

Template ID Description
STD General standard template
STD-AR Standard template for Argentina
STD-AT Standard template for Austria
STD-BE Standard template for Belgium
STD-CH Standard template for Switzerland
STD-CN Standard template for China
STD-DA Standard template for Denmark
STD-DE Standard template for Germany
STD-ES Standard template for Spain
STD-FI Standard template for Finland
STD-FR Standard template for France
STD-JP Standard template for Japan
STD-LIM Standard Template (Limited Chart of Accounts)
STD-NO Standard template for Norway
STD-PER Standard template for Persia
STD-PL Standard template for Poland
STD-SV Standard template for Sweden
STD-UK Standard template for UK
STD-US Standard template for US
STD-TH Standard template for Thailand

For more information, please refer to the Company Template Guideline and to the IFS Cloud Installation Roadmap.

Sharing Association Number between Business Partners

To be able to give different business partners as e.g. Customers and Suppliers, the same association number, it is necessary to register object properties related to the LU (Logical Unit) PartyType. During installation of IFS Cloud the necessary basic data for object properties will be installed.

Note: It is not possible to add Object Property information such as Object LU, Object Key and Property Name from the IFS Cloud. The mentioned values are highly business logic dependent. The Property Value can however be modified from the client.

Some guidelines how to add support for new party types is presented below,

  1. Create a new INS file or used an existing one, e.g. EnterpAppsrvDefinitions.ins in component ENTERP.
  2. Use one of the following public methods in package Object_Property_API
    1. Set_Value(object_lu_, object_key_, property_name_, property_value_)
    2. Add_Value(object_lu_, object_key_, property_name_, property_value_)
  3. The Set_Value method creates a new property if not existing, else it will override the existing property value.
  4. The Add_Value method creates a new property if not existing, else it adds the property value to the property list separating the values with a comma.
  5. About the method parameters,

    1. The object_lu_ parameter should be defined as the string 'PartyType'

    2. The object_key_ parameter must be the party type that the property should be defined for.

    3. The property_name_ parameter must be defined as the string 'GROUPS'

    4. The property_value_ parameter holds the property values that in this case (for property_name='GROUPS') is a comma separated list of groups names, where each group name list is created by defining a string according to SUBSTR(<party_type1>,1,4) || '_' || SUBSTR(<party_type2>,1,4)... where SUBSTR(<party_type1>,1,4) for e.g. <party_type1>='CUSTOMER' means the first 4 characters, i.e. 'CUST' The only exception is the party type CUSTOMS that can be defined with the full name.

    5. The following example enables the possibility to share association numbers between party types CUSTOMER and a SUPPLIER,

         Object_Property_API.Add_Value('PartyType', 'SUPPLIER', 'GROUPS', 'CUST_SUPP' );
         Object_Property_API.Add_Value('PartyType', 'CUSTOMER', 'GROUPS', 'CUST_SUPP' );
  6. Install the INS file depending on deployment model (Cloud or Remote) used.

  7. Check the results in the Application Base Setup / System Setup / System Definitions / Object Properties page.

Restrict Customer/Supplier Creation of Category "Customer"/"Supplier"

There can be a requirement to restrict Customer or Supplier creation of category "Customer" or "Supplier" for certain users through permission set functionality. To achieve this, permission set should be created without granting following projection actions.

  • To restrict Customer:- Projection - CustomerHandling, Action - CheckCreateCategoryCustomer
  • To restrict Supplier   :- Projection - SupplierHandling, Action - CheckCreateCategorySupplier